Zscaler (ZS): FY26 Q4 earnings call, Sep 3, 2026

Thu, Sep 3Earnings callSpeaker-labelled transcriptZscaler

On its Sep 3, 2026 earnings call (FY26 Q4), Zscaler said 4 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 4 settled yes · our count agreed on 13 of 13

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Breach Yes66✓77%transcripts from the transcript model–
Tailwind Yes66✓56%transcripts from the transcript model–
Claude / Anthropic Yes11✓42%transcripts from the transcript model–
Google Yes11✓31%transcripts from the transcript model–
SquareX No00✓47%transcripts from the transcript model–
SPLX No00✓42%transcripts from the transcript model–
MCP No00✓42%transcripts from the transcript model–
Public Sector No00✓39%transcripts from the transcript model–
CrowdStrike No00✓20%transcripts from the transcript model–
Aston Martin No00✓16%transcripts from the transcript model–
Headwind No00✓16%transcripts from the transcript model–
Nvidia No00✓16%transcripts from the transcript model–
Wiz No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Jay Chaudhrycompany“Breach” · prepared

…against AI. This is leaving organizations exposed and likely leads to more breaches. Over the past few months, our team has conducted hundreds of frontier…

Jay Chaudhrycompany“Tailwind” · prepared

…adoption of our Zero Trust platform. AI is quickly becoming the largest tailwind we've ever seen, driving demand for our Zero Trust Everywhere data security…

Jay Chaudhrycompany“Claude / Anthropic” · prepared

…is now an imperative, and we are not alone in this belief. Anthropic published a white paper in late May encouraging adoption of a Zero…

Jay Chaudhrycompany“Google” · prepared

…This quarter, we extended the solution by offering a managed service through Google Cloud, which can be configured in under 10 minutes, reducing the deployment…

Agents: this page as TSV at /api/v1/appearances/zscaler:2026-09-03:earnings_call · words: /api/v1/brief?appearance=zscaler:2026-09-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP